Sancus Wealth Management is a registered investment advisor that provides comprehensive financial services, including portfolio management, financial planning, retirement planning, family office and wealth structuring, and international wealth planning coordination. The firm uses fundamental analysis, macroeconomic analysis, and asset allocation strategies to build diversified portfolios tailored to individuals, high-net-worth families, trusts, and estates. Sancus Wealth Management is owned by Klerente Holdings, LLC, which is equally owned by Carlos Klemprer and Valentina Llorente.
Fee Structure
Sancus Wealth Management charges fees based on a percentage of the value of your portfolio, as well as fixed fees, hourly fees, and financial planning fees. Exact pricing depends on the complexity of your situation, the size of your account, and your overall relationship with the firm.